Business Details
Expert Accounting & Advisory Services Houston
PKF Texas is a team of dedicated Certified Public Accountants and advisors specializing in delivering comprehensive accounting, tax, and business advisory services. With a focus on combining technical expertise with personalized client relationships, we serve a diverse range of industries including energy, healthcare, technology, and nonprofit sectors. Our approach emphasizes proactive planning, strategic decision-making, and clear communication to help clients navigate complex financial landscapes. Established with a commitment to excellence, our professionals bring decades of collective experience in addressing the unique challenges faced by businesses of all sizes. We prioritize understanding each client's specific needs to co-create tailored solutions that drive growth and operational efficiency.Our services span audit assurance, tax strategy optimization, international tax compliance, and specialized advisory for mergers, acquisitions, and succession planning. Recognized for our expertise in R&D tax credits and forensic accounting, we empower businesses to maximize financial opportunities while maintaining compliance. Through memberships in global networks like PKF International, we extend our capabilities to support clients with cross-border operations. Our culture of approachability ensures clients feel supported through every interaction, with a focus on translating complex financial concepts into actionable business strategies. This client-centric philosophy has earned us long-standing relationships and recognition as trusted advisors in the Houston business community.
Services
Audit Services
Tax Planning
Business Advisory
International Tax
R&D Credit Studies
Details
- Year established: 2025
Highlights and features
- We provide personalized audit services tailored to industry-specific regulations
- Specialized expertise in international tax compliance and cross-border transactions
- Proactive R&D tax credit assessments to maximize federal and state incentives
- Certified professionals with deep experience in forensic accounting and fraud detection
- Customized succession planning strategies for business continuity
Associations and certifications
- PKF International
- Leading Edge Alliance
What people say
Approachable advisors
International tax expertise
Proactive planning
Personalized service
Strategic insights
Services
Audit Services
Our audit services go beyond standard reporting to identify business strengths and improvement areas. We specialize in private company audits, public company compliance, employee benefit plan examinations, and not-for-profit Yellow Book audits. Our approach combines technical expertise with industry-specific insights to ensure accurate financial reporting while helping clients strengthen internal processes and prepare for future growth.
Tax Planning
We develop customized tax strategies to legally minimize exposure while maximizing savings opportunities. Services include federal and state tax planning, trust and estate planning, inter-generational wealth strategies, and international tax compliance. Our advisors help businesses and individuals navigate complex regulations, implement effective tax-saving measures, and maintain compliance with evolving tax laws.
Business Advisory
Our advisory services focus on delivering tailored solutions for business growth and operational efficiency. We provide profit enhancement strategies, outsourced CFO services, transaction advisory, and succession planning. With expertise in forensic accounting, data analytics, and international business advisory, we help clients make informed decisions that drive long-term success and mitigate financial risks.
International Tax
We assist businesses with cross-border tax planning, foreign entity structuring, and international compliance. Our services include permanent establishment analysis, transfer pricing strategies, and IFRS conversion support. We help companies navigate complex global tax regulations, optimize international operations, and ensure compliance with both US and foreign tax authorities through comprehensive planning and reporting solutions.
R&D Credit Studies
We identify and document qualifying R&D activities to maximize federal and state tax credits. Our team conducts comprehensive studies to assess eligible expenses, prepare detailed reports, and provide audit support. This service helps businesses in various industries reduce tax liability, improve cash flow, and reinvest savings into innovation and growth initiatives.
People
Jola Adesanya
Manager, Audit
Experienced audit professional with specialized expertise in financial reporting and compliance assurance for corporate clients.
Alejandro Ballestin
Senior Manager, Business Advisory
Strategic business advisor focusing on operational improvements and transaction support for mid-market companies.
Rafael Carsalade
Tax Practice Leader
Recognized tax expert specializing in international compliance and complex corporate tax strategies.
Kim Casto
Senior Manager, Tax
Seasoned tax professional providing strategic planning solutions for businesses and high-net-worth individuals.
Tom Aune
Senior Manager, Information Technology
Technology leader with expertise in IT governance, cybersecurity, and systems compliance for accounting firms.
Questions
What accounting services does PKF Texas offer?
We provide audit, review, and compilation services for private companies, public entities, and not-for-profits.
How can PKF Texas help with tax planning?
Our tax services include strategic planning, international compliance, R&D credit assessments, and controversy resolution.
Do you specialize in any industries?
We serve energy, healthcare, technology, manufacturing, private equity, and nonprofit sectors with specialized expertise.
What advisory services are available?
We offer business valuation, forensic accounting, succession planning, and transaction advisory services.
How do you handle international tax matters?
Our team structures cross-border operations, manages withholding tax planning, and ensures global compliance.
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